Note: Vault Training is a separate product that is part of the Quality and QualityOne application family. You must use QualityDocs or QualityOne in order to use Vault Training. Contact your Veeva representative for more information.
Vault Training manages role-based qualification and training to support job and audit readiness while demonstrating compliance. It gives companies the tools necessary to deliver the right content to the right learners. As part of the Quality Suite of applications, content development, changes and delivery, and role readiness become a seamless, continuous lifecycle.
Vault Training allows the configuration and maintenance of a training matrix, which includes Learner Roles, Curricula, and Training Requirements. Changes to the training matrix automatically push Training Assignment records and workflow tasks to users for completion. Additionally, document revisions you perform in QualityDocs can trigger assignment of workflow tasks to users.
Vault Training Objects
Vault Training introduces four (4) core objects:
- Learner Roles are functional roles or job roles associated with a Person object. For example, Jim may be assigned the Solid Dosage Specialist learner role, as he needs to be trained for this area at his company.
- Curricula records represent the training requirements needed to complete a certain curriculum. Learners may need to complete one or several curricula to fulfill the qualifications of a learner role, depending on their company’s training model.
- Training Requirements are the individual content that makes up a curriculum. Learners must satisfy all requirements to complete a curriculum.
- Training Assignments are what learners interact with. These can be tasks such as reading documents and completing workflows or quizzes.
Here is an example of how you may set up a training model:
In this example, the learner is assigned a learner role that is associated with two (2) curricula. The curricula themselves are comprised of several different training requirements. Vault checks the lifecycle state of each object record and, if all are in eligible states, issues a training assignment to the learner for each requirement. For this example, Vault assigns the user seven (7) total training assignments.
Vault Training Features
Vault Training is built using Vault, so it shares all of the features and functionality of the platform product. In addition to those features, Vault Training has:
- Automated Creation and Dissemination of Training Assignments: Vault Training utilizes scheduled jobs to create automation within the application. Vault creates Training Assignment object records automatically based on the lifecycle state of the core Vault Training objects. When an Admin updates a user’s Learner Role or makes changes to Curriculum or Training Requirement object records, Vault automatically assigns the relevant Training Assignments to the user. For more information on how Vault creates Training Assignments, see Configuring Vault Training.
- Learner Homepage: An intuitive, easy to use dashboard that provides the Learner with an overview of their open assignments. Assignment cards display key information such as the related Curriculum, estimated completion time, the training document’s Effective Date, due date, categories, and more. For more information, see About the Learner Homepage.
- Training Dashboard: The Training Dashboard shows the progress of training programs, at-risk qualifications and training assignments, and allows training managers to take actions on items.
- Manager Access: Vault Training assigns the Direct Manager application role for a given Learner to the Learner’s Manager group on each of the Learner’s training records: Training Assignments, Assignment Details, TA Checklists, TA Responses, Class Schedules, Class Rosters, Sessions, and Session Rosters. This allows the Learner’s manager to view assignments of their direct reports. The Learner’s Manager group may also receive workflow tasks, such as verifying proof of completion for Configuring External Training Requirements.
- QualityDocs Interaction: Admins are able to define entry actions on document lifecycle states that automatically trigger the assigning of user tasks, such as Read & Understood workflows, to the appropriate users. For more information, see QualityDocs Overview.
- Direct Assignments: Direct assignments allow you to issue training assignments to learners as-needed, separately from the system-managed job process. For more information, see Direct Assignments.
- Quizzes: Optional components for Training Requirements to aid or assess the user’s understanding of the training material. See Completing Vault Training Assignments and Configuring Vault Training Quizzes for more information.
- Instructor-Led, External, and On-the-Job Training: These Training Requirement types allow for in-person classroom training or training and evaluations that occur outside of Vault. See Configuring Classroom Training Requirements, Configuring External Training Requirements, and Configuring On-the-Job Training for more information. A newer, simplified experience for Instructors is available in Instructor-Led Training.
- Facilitated Training: Enables users with proper access to give completion credit for Training Assignments on behalf of Learners. This allows completion of Vault document Training Assignments for Learners that may not have access to Vault. For example, in some organizations, users could be contractors, external employees, temporary employees, or otherwise outside the primary organization. See Working with Facilitated Training for more information.
- E-Learning Content Support: Provides a dynamic and engaging method of digital training that can include video, interactive elements, navigable information, and quizzes. Vault Training supports several e-learning content standards. See Setting Up E-Learning Content Support for more information.
- Substitute Training: Vault Training can assign an alternative, or substitute, Training Assignment to a Learner in place of a required, or primary, Training Assignment using Training Admin-defined substitution rules. See Substitute Training Requirements for more information.
- Prerequisite Training: Allows a Training Admin to require that certain training, which is a prerequisite, is completed first before the next set of training, which has a prerequisite, can be completed by a Learner. See Prerequisite Training Requirements for more information.
- Assign Effective Version: Issue a training assignment which includes steady state versions of documents, in addition to the standard training assignment. See Configuring Vault Document Training Requirements for more information.
- Self-Enrollment: Learners can self-enroll in Training Requirements that have been made available for self-enrollment by Training Admins. Learners can browse or search for courses that interest them and enroll on the Learner Homepage.